Settings and activity

188 results found

1. QuickBooks : AMEX

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   1 comment  ·  Ideas to Improve PandaDoc » Quote to Cash  ·  Delete…  ·  Admin →
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   AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) shared this idea  ·  Feb 10, 2025

2. CPQ calculations: Excel Formulas.

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   671 votes

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   67 comments  ·  Ideas to Improve PandaDoc » Quote Builder & Pricing table  ·  Delete…  ·  Admin →
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   Solution Exists  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

   Hi. Thank you so much for reaching out and sharing your perspective. We offer this feature in scope of a broader solution, namely:

   • Workflows: Configure quote rules
   • Formulas
   • Rules

   We hope these releases can help you. If not, please keep upvoting this idea, so we can keep considering it every time we work on our roadmap.

   AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) supported this idea  ·  Jan 22, 2025
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   AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) commented  ·  Feb 2, 2023  ·  Edit…  ·  Delete…

   Option to create formulas in regular table

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3. Add clickwrap as an additional safeguard for contract signing: Terms & Conditions Feature

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   6 comments  ·  Ideas to Improve PandaDoc » Security & Compliance  ·  Delete…  ·  Admin →
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   Not Planned  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded

   Hi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.

   Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!

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   AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) commented  ·  Oct 14, 2024  ·  Edit…  ·  Delete…

   Example from client

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4. Omit zero values for pricing tables (show them blank)

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   Idea  ·  5 comments  ·  Ideas to Improve PandaDoc » Quote Builder & Pricing table  ·  Delete…  ·  Admin →
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   AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) commented  ·  Sep 26, 2024  ·  Edit…  ·  Delete…

   We have a contact template. If the price or value is 0, is there anyway to set the cell in the pricing table to be blank?

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5. test

   13 votes

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   1 comment  ·  Ideas to Improve PandaDoc » Approvals  ·  Delete…  ·  Admin →
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6. [Reporting] Reporting based on document tags

   35 votes

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   Idea  ·  9 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Delete…  ·  Admin →
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   AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) commented  ·  Jul 30, 2024  ·  Edit…  ·  Delete…

   Reached out to Drew on Monday, he will provide more details after meetings with the clients, will ping again this week

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7. Variables: List Value

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   0 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Delete…  ·  Admin →
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   Not Planned  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded

   Hi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.

   Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!

   AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) shared this idea  ·  Jul 23, 2024

8. Variable Calculations: Basic Mathematical Operations

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   14 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Delete…  ·  Admin →
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   Solution Exists  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded

   Hi. Thank you so much for reaching out and sharing your perspective. We offer this feature in scope of a broader solution, namely:

   • Workflows: Configure quote rules

   We hope these releases can help you. If not, please keep upvoting this idea, so we can keep considering it every time we work on our roadmap.

   AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) shared this idea  ·  Jul 23, 2024

9. Card details field for NMI

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   0 comments  ·  Ideas to Improve PandaDoc » Quote to Cash  ·  Delete…  ·  Admin →
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   AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) shared this idea  ·  Jul 12, 2024

10. Add cash as a payment option

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    0 comments  ·  Ideas to Improve PandaDoc » Quote to Cash  ·  Delete…  ·  Admin →
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    AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) shared this idea  ·  May 15, 2024

11. Option to export payment history

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    0 comments  ·  Ideas to Improve PandaDoc » Quote to Cash  ·  Delete…  ·  Admin →
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    AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) shared this idea  ·  May 15, 2024

12. Zettle payment integration

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    0 comments  ·  Ideas to Improve PandaDoc » Quote to Cash  ·  Delete…  ·  Admin →
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    AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) shared this idea  ·  May 15, 2024

13. Integration with National Bankcard

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    0 comments  ·  Ideas to Improve PandaDoc » Quote to Cash  ·  Delete…  ·  Admin →
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    AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) shared this idea  ·  May 15, 2024

14. Indonesian payment gateway doku.com

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    0 comments  ·  Ideas to Improve PandaDoc » Quote to Cash  ·  Delete…  ·  Admin →
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    AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) shared this idea  ·  May 15, 2024

15. SwipeSimple payment gateway

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    0 comments  ·  Ideas to Improve PandaDoc » Quote to Cash  ·  Delete…  ·  Admin →
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    AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) shared this idea  ·  May 15, 2024

16. Simply Easier Payments

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    0 comments  ·  Ideas to Improve PandaDoc » Quote to Cash  ·  Delete…  ·  Admin →
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    AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) shared this idea  ·  May 15, 2024

17. Viva Wallet integration

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    0 comments  ·  Ideas to Improve PandaDoc » Quote to Cash  ·  Delete…  ·  Admin →
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    AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) shared this idea  ·  May 15, 2024

18. Option to only allow ACH payments via Stripe

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    0 comments  ·  Ideas to Improve PandaDoc » Quote to Cash  ·  Delete…  ·  Admin →
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    AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) supported this idea  ·  Apr 29, 2024

19. Option to have more than one header in a table

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    0 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Delete…  ·  Admin →
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    AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) shared this idea  ·  Apr 23, 2024

20. Pass images from CRMs to documents using tokens/variables

    66 votes

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    14 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Delete…  ·  Admin →
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    Not Planned  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded

    The status of this suggestion is currently unchanged. Please check back for updates.

    AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) supported this idea  ·  Apr 19, 2024
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    AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) commented  ·  Dec 8, 2022  ·  Edit…  ·  Delete…

    Option to pull product image from Pipedrive to PandaDoc pricing table

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